Planned Giving

Since 2002, FEBS has operated its sanctuary and worked to provide a safe and natural habitat for 700+ parrots. Today, committed individuals who are passionate about our commitment to sanctuary life reimagined, may make a caring decision to ensure the future of FEBS. This page highlights some of these creative planning choices that allow you to save on tax dollars while supporting our sanctuary.

Some species of birds may outlive their owners by decades. Have you made preparations for your bird’s care if something happens to you?

Birds are not only known for their intelligence, but also for their longevity. Amazons and African greys can live for more than 50 years in captivity. Macaws and cockatoos can live for up to 80 years! Owning a pet bird is no small commitment, but rather, one for a lifetime. Considering some species can live as long (or longer!) than some people, bird owners should be prepared for the possibility that their pet bird could outlive them. Have you taken steps to take care of your bird if something happens to you?

Here are 7 easy practical tips to consider:

Don’t Forget To Plan For The Short Term
Even if you have already taken care of your birds’ long-term future in your will or a trust or some other arrangement, your grieving birds will need someone to rely on for immediate care in the event of your death or temporary unexpected absence. You should have someone — a friend, family member or neighbor — whom you and your birds trust, who can take care of them for a few days, or even weeks, until your birds can be placed in their new forever home. You probably already have informal arrangements with friends and neighbors who help out from time to time, but it is a good idea to have a formal conversation with someone you will ask to take on this serious responsibility.

Do Leave Information About Your Bird In A Visible Place
You should keep written care instructions in an obvious, visible place. Make sure to include your veterinarian’s contact information! Consider also sending out important information about your bird or birds, including their biographical information (names, ages, genders), routines, diets, behavioral quirks, medical history, etc. in an email to a few trusted individuals so that if anything happens to your house or your documents, this information remains safe.

Do Consider Formal Estate Planning Instruments
Remember, even though 91 percent of pet owners consider their pets to be family members, pets are legally considered personal property, so they cannot directly inherit money or property the way that people can. However, you can still take care of your bird by careful estate planning. Although there are kits and websites to help you write your own will or set up a trust, it is usually best to at least talk to a lawyer to make sure that your instrument is valid and will hold up in court. This is especially true if you are leaving a significant amount of your estate to care for your bird and you expect that other family members may object. Your state bar association can refer you to attorneys in your area with experience in estate planning who can provide free or low cost consultations.

Don’t Let The Inheritance Of Your Bird Come As A Surprise
If you leave your bird as a surprise in your estate to someone who isn’t ready to become a bird caregiver, your bird might end up without the loving home you have provided for so long. You can take some steps now to make sure that love and stability continues for your bird after you pass. When choosing a permanent guardian or facility like Florida Exotic Bird Sanctuary, remember to consider the important factors of health, trust and communication. You should pick a guardian in good health who you and your bird trust or a forever home like Florida Exotic Bird Sanctuary. If you should choose an individual you must communicate your decision to that person and make sure he or she understands the responsibility of becoming a bird owner and is willing to take it on for the rest of their life and understand that the bird could inevitably live longer then them. This is where a facility like our forever home for your bird to Just Be A Bird, come in. At FEBS, your bird will have a life long home and other birds their kind in big free flying avieries to be with. If you think of a backup guardian, will they be able to take on the responsibility of caring for the bird and possibly having to make the same plans you are now making?

Do Consider All Your Options
One way to care for your bird or birds is to leave them to a friend or family member in your will, as you would with any other personal property. You can also leave this person other assets, such as money, to provide for the care of your bird. At FEBS we have specialist who can help you with your wills and trusts for your bird for the rest of its life. One downside of including your bird in your will is that it can take time for a will to be probated, so make sure you have someone who will take care of your bird until your estate can be distributed. Another downside is that when a person inherits your bird and assets by will, you cannot control what he/she does with them once the estate is closed. If your bird comes to FEBS the assets willed to your loving pet, stays with your loving pet.

For many bird owners, there is an alternative. Most states permit the creation of a Pet Trust, which is a specific, enforceable, legal arrangement you set out during your lifetime to provide, in detail, for the care of your bird. According to the ASPCA, as of 2012, all but four states had adopted some form of Pet Trust legislation. However, states will differ in their laws and how they apply them, so do your research and consult an attorney to make sure your wishes are clear, and your Pet Trust is valid and enforceable.

A Pet Trust sets aside assets to be held in trust for the lifetime benefit of your bird as a beneficiary. A trust, unlike a will, can go into effect without the hassle of probate, and can even begin with your incapacity, rather than with your death, if that is how you set it up. A Pet Trust provides some assurance that the assets you set aside for your bird’s care will actually be spent on your pet. According to the Uniform Trust Code (UTC), a Pet Trust “may be enforced by a person appointed in the terms of the trust or, if no person is so appointed, by a person appointed by the court.” That is, there is someone designated, usually a professional trustee, who controls the purse strings.

However, as Melissa Bond, a Doylestown, Pa. attorney, observes, many clients still opt to leave their pets, and some assets to provide for their care, to a friend or family member in their wills.

As Bond explains, this is because “they already have someone in mind that they trust unconditionally. They believe their friend will make decisions that are more like their own wishes, especially when it comes to end of life decisions for their pet, as opposed to an institutional trustee that might make more institutional decisions about their pet’s care. They feel their friend will be more compassionate, but will be restricted in having to ask the trustee to approve the finances, and they don’t want their friend to be restricted in this way.”

Don’t Procrastinate
Particularly if you anticipate family members challenging your decisions later, it is best to do your estate planning while you are still healthy and of sound mind.

Do Review, Check And Double Check
Remember to review your arrangements with your attorney periodically to make sure they are still legally valid and that your current wishes are reflected. This is especially important if you move to a new state, as laws vary from state to state. As with any form of estate planning, the most important aspects of ensuring that your long-lived birds will be cared for after your death is to make your wishes known, talk about them with your friends and family, and know your legal rights and options.

Want to learn more about wills and trusts with Florida Exotic Bird Sanctuary please view our website or call 844-FLA-BIRD (844-352-2473) and we will be happy to help you. Pass this on to anyone who has a bird, they will thank you

For more information and/ or a confidential discussion, please contact Patricia Norton, at:

Understanding Planned Giving

With maturity and wisdom often comes an interest in ensuring that the causes we care about, as well as the values that have played important roles in our own lives, are protected both now and in the future.

With strategic planning, you may find a planned giving vehicle that lets you address your own financial concerns and challenges while also allowing you to create a legacy that will extend the benefits of your generosity far into the future and on a much broader scale.

Planned giving involves providing for a future gift to charities through your financial and estate plans. FEBS welcomes gifts made through different planned giving arrangements. These arrangements can:
• Provide for you or your loved ones
• Entitle you to charitable income and/or gift or estate tax deductions
• Enable you to leave a legacy for FEBS

Please note that planned giving is general in nature and may not apply to all individuals. Prospective donors are advised to consult their own tax and financial advisors concerning the specific consequences of making gifts to FEBS.

So Where Do You Begin? With all the options available, which is the best one for you? Since the various gift plans offer tremendous benefits for you, the donor, you should base your strategy on your individual situation, just as you have done with all your financial planning. Below are some ways to begin.

Ways to Give

BEQUESTS AND ESTATE PLAN GIFTS

You may make a bequest or gift through your estate by including a provision in your will or living trust, or by naming FEBS as a beneficiary of a retirement plan or life insurance policy. The amount left to the sanctuary (or any charity) can be expressed as a dollar amount or as a percentage of the assets to be given. Choosing the right planned gift depends on your personal circumstances and financial goals.

LIFE INCOME GIFTS

A life income gift allows you to give assets to FEBS while providing yourself or others with income for a period of time before FEBS is permitted to use your gift. You may make a life income gift by transferring securities, cash, or other property to FEBS or a trustee. The sanctuary or trustee then manages the investment of the assets and pays an income to you, your designated beneficiaries, or both. Income payments continue for the beneficiaries’ lives or, in some cases, for a term of up to 20 years.

Charitable Gift Annuities

In exchange for an outright gift, FEBS agrees by contract to pay a fixed amount each year to you and/or another beneficiary for life.

Charitable Remainder Unitrusts

You establish a trust from which you and/or other beneficiaries receive variable annual payments for life and/or a term of years. At the end of the term, the remainder of the trust assets go to FEBS for the purposes you designate.

Charitable Remainder Annuity Trusts

Your gift goes into an investment pool that functions like a mutual fund. Investment returns are paid to you and/or other beneficiaries for life, after which your gift is withdrawn and used to support your designated purpose at FEBS.

Other Types of Gifts

Charitable Lead Trusts
A charitable lead trust makes an annual payment to FEBS for a period of years, and at the end of the term, the remaining assets go to your children or other beneficiary.

Donor Advised Funds
A donor advised fund allows you to make a tax-deductible gift to FEBS to establish a fund today, and later advise the sanctuary on how you would like the gift used. At least half of the gift must be designated to FEBS, and the rest may support other charities.